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Benzinga
Benzinga
Business
Anusuya Lahiri

Microsoft Gears Up For Bigger AI Push With Rising Capex And Cloud Confidence

Brad Sills Microsoft
Smart,Phone,With,The,Microsoft,Azure,Logo,,Is,A,Cloud

Microsoft Corporation (NASDAQ:MSFT) is seeing renewed momentum in its crucial cloud business, primarily fueled by robust demand for security services within Azure.

This strength comes as the tech giant prepares for its fiscal first-quarter 2026 earnings release on October 29, 2025, and points toward a future requiring significantly higher capital expenditure.

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